Summit Securities Group’s Aimco AIV Stock Holding History

Summit Securities Group’s Portfolio AIV Stock Details AIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-20,100	Closed	-$171K	–	540
2023 Q2	$171K	Buy	+20,100	New	+$163K	0.02%	233

Other funds holding AIV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

ICM

Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Securities Group's AIV Position: Q1 2024 in Review

Summit Securities Group sold out of Aimco (AIV) in Q1 2024, closing a stake of 4 shares.

Summit Securities Group first reported a position in AIV in Q3 2014 and held it in 9 quarters. The position peaked at $122K in Q3 2023. 177 funds tracked by Wall St. Rank hold AIV as of Q1 2024.

Summit Securities Group reported no remaining Aimco position as of Q1 2024 after selling out during the quarter.
Summit Securities Group sold 4 Aimco shares in Q1 2024.
Summit Securities Group first reported a position in Aimco in Q3 2014 and held it in 9 quarters.
Summit Securities Group's Aimco position peaked at $122K in Q3 2023.
177 funds tracked by Wall St. Rank held Aimco as of Q1 2024.

Based on Summit Securities Group's 13F filing for Q1 2024, filed 13 May 2024.